Unclaimed Profile

Timothy Joe Terry

CARTER, TERRY & COMPANY, INC.·ATLANTA, Georgia

SIE, Series 3, Series 7, Series 15, Series 24, Series 63, Series 79TO, Series 99TO9 years registeredCARTER, TERRY & COMPANY, INC.

3060 PEACHTREE RD NW, ATLANTA, GA 30305CRD# 1051586Firm CRD# 16365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Joe Terry · ATLANTA, GA

Registration

CRD #1051586 · CARTER, TERRY & COMPANY, INC. · 9 years registered

Brand Profile

Not yet started

Career History

CARTER, TERRY & COMPANY, INC.

Feb 2017 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 15

Series 24

Series 63

Series 79TO

Series 99TO

Registration record

First registered · February 3, 2017

Years registered · 9

Disclosure History

1993Employment Separation After Allegations

1992Customer Dispute·Award / Judgment

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CARTER, TERRY & COMPANY, INC.

CRD 16365 · SEC 801-113129

AUM

$114M

Regulatory assets under management

Employees

199 client accounts

Services offered by CARTER, TERRY & COMPANY, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at CARTER, TERRY & COMPANY, INC. →

Introduction

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Frequently Asked Questions

What services does Timothy Joe Terry offer?

Timothy Joe Terry specializes in Investment Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.

What are Timothy Joe Terry's credentials?

Timothy Joe Terry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Joe Terry located?

Timothy Joe Terry is based in ATLANTA, Georgia, working with CARTER, TERRY & COMPANY, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Timothy Joe Terry charge for services?

Timothy Joe Terry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARTER, TERRY & COMPANY, INC.?

CARTER, TERRY & COMPANY, INC. has approximately 41 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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